+57.7%
HAS vs BLDR
-42.6%
+100.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | +1.4% | -3.0% | +4.4% | +1.8% |
| 30D | +26.3% | +20.1% | +6.2% | +22.2% |
| 3M | +25.6% | -17.5% | +43.1% | +28.6% |
| 6M | +30.3% | -16.1% | +46.3% | +33.1% |
| YTD | +50.4% | -41.0% | +91.4% | +64.3% |
| 1Y | +57.7% | -41.6% | +99.3% | +72.4% |
| All | +57.7% | -42.6% | +100.3% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling